Tax collection framework

Tax collection framework

Wealthtrac's superannuation tax collection framework



Providing greater tax efficiency for your clients


Many advisers may not be aware of Wealthtrac's unique method of collecting tax, along with the tax benefits of Group Insurance and OneCare Insurance owned via Wealthtrac.


How does Wealthtrac collect member superannuation tax?



Wealthtrac calculates members' superannuation tax liability or credit daily and applies these to your clients' account on a quarterly basis, or on exit. A member's tax position is calculated based on contributions, investment earnings - such as distributions received, dividend income and capital gains - as well as including deductible expenses and offsets from franking credits.

For more information on the benefits of Wealthtrac's tax collection method, along with the tax benefits of insurance through superannuation, login into Adviser Hub and select the 'Publications' category to access the flyer on this topic.

If you have forgotten your adviser login, please contact Wealthtrac Client Services on 1300 552 477 or email contactus@wealthtrac.com.au